Nonprofit · EIN 39-2038888
SBCA FOUNDATION AND ENDOWMENT
Tax-exempt · BILLINGS, MT 59105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $524,748 | $39,404 | $485,344 | $3,387,804 | $0 | $3,387,804 |
| December 31, 2023 | 990 | $2,395,223 | $116,674 | $2,278,549 | $2,863,323 | $0 | $2,863,323 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $499,632
- Program service revenue
- $0
- Investment income
- $65,922
- Net gain from sales of assets
- $5,521
- Net income from fundraising events
- -$40,806
- Other revenue
- -$40,806
Expenses
- Grants and similar amounts paid
- $30,401
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $820
- Program services (functional)
- $30,401
- Management and general (functional)
- $9,003
Balance sheet and other
- Total assets, start of year
- $2,863,323
- Total assets, end of year
- $3,387,804
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,387,804
- Net assets without donor restrictions
- $3,387,804
- Gross receipts
- $1,513,518
- Employees
- 0
- Volunteers
- 11
- Year formed
- 2001
- State of legal domicile
- IL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JESS LOHSE | EXECUTIVE DIRECTOR Officer | 5 | $0 | $345,408 | $43,035 |
| JENNIFER GUSTAFSON | CONTROLLER Officer | 5 | $0 | $102,058 | $25,674 |
| GENE FROGALE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JEFF TAAKE | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LARRY G DIX II | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JACK DERMER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROGER HELGESON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BJ LOUWS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BARRY DIXON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOSEPH D HIKEL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| NORM MCKENNA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RACHEL SEWARD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DON GROOM | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JESS LOHSE | EXECUTIVE DIRECTOR Officer | 5 | $0 | $274,356 | $30,849 |
| JENNIFER GUSTAFSON | CONTROLLER Officer | 5 | $0 | $76,992 | $18,309 |
| GENE FROGALE | TRUSTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JEFF TAAKE | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LARRY G DIX II | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JACK DERMER | TRUSTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROGER HELGESON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BJ LOUWS | SECRETARY Trustee or director | 1 | $0 | $0 | $0 |
| BARRY DIXON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOSEPH D HIKEL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| NORM MCKENNA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RACHEL SEWARD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DON GROOM | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 848 MAIN ST STE 10 PMB NO234, BILLINGS, MT 59105-3362
- Mailing address (990-N for 2021)
- 2701 E GRAUWYLER ROAD BLDG 1 1026, IRVING TX 750613414
- Principal officer (990 for 2024)
- JESS LOHSE, 2701 E GRAUWYLER ROAD BLDG 1 1026, IRVING, TX 750613414
- Principal officer (990-N for 2021)
- JENNIFER GUSTAFSON, 2701 E GRAUWYLER ROAD BLDG 1 1026, IRVING TX 750613414
- Signed the 990
- JESS LOHSE, EXECUTIVE DIRECTOR
- Phone
- (608) 274-4849
- Website
- HTTPS://SBCA.FOUNDATION/
- Return prepared by
- PORTE BROWN LLC
Mission
GIVING BACK TO OUR COMMUNITY THROUGH PHILANTHROPIC AVENUES TO IMPROVE HOUSING-RELATED OPPORTUNITIES FOR THE DISADVANTAGED.
Program accomplishments
- THE SBCA FOUNDATION ENABLES SBCA CHAPTERS, COMPANIES, AND INDIVIDUALS TO GIVE BACK TO THE INDUSTRY.Expenses $30,401 · grants $30,401
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-2038888
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Science and technology (U99)
- Assets (IRS master file)
- $3,387,804
- Income (IRS master file)
- $1,513,518
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $524,748 | $39,404 | $3,387,804 | IRS |
| 990 | December 2023 | $2,395,223 | $116,674 | $2,863,323 | XML |
| 990 | December 2022 | $550,108 | $6,098 | $558,781 | IRS |
| 990-N for 2021 Officer: JENNIFER GUSTAFSON | December 31, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: Gene Frogale | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Kirk Grundahl | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-2038888).
Questions about SBCA FOUNDATION AND ENDOWMENT
- What is the EIN of SBCA FOUNDATION AND ENDOWMENT?
- The employer identification number (EIN) of SBCA FOUNDATION AND ENDOWMENT is 39-2038888.
- Is SBCA FOUNDATION AND ENDOWMENT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to SBCA FOUNDATION AND ENDOWMENT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SBCA FOUNDATION AND ENDOWMENT file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SBCA FOUNDATION AND ENDOWMENT due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SBCA FOUNDATION AND ENDOWMENT last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SBCA FOUNDATION AND ENDOWMENT?
- The 990 for the year ended December 31, 2024 names JESS LOHSE.
- Who are the officers and directors of SBCA FOUNDATION AND ENDOWMENT?
- The 990 for the year ended December 31, 2024 lists 13 people; 0 received compensation from the organization.
- How much revenue does SBCA FOUNDATION AND ENDOWMENT have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $524,748, expenses of $39,404 and total assets of $3,387,804 at year end.
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